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Small Cap Growth Alpha ETF (JSML) Institutional Ownership

Small Cap Growth Alpha ETF logo
$86.74 -0.05 (-0.06%)
As of 05/27/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Small Cap Growth Alpha ETF (NASDAQ:JSML)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$62.14M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$18.71M
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JSML Institutional Buying and Selling by Quarter

Small Cap Growth Alpha ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 NewEdge Advisors LLC32,092$2.25M0.0%+17.6%0.827%
5/18/2026 Royal Bank of Canada158,740$11.12M0.0%-1.7%4.091%
5/15/2026 Quadcap Wealth Management LLC62,432$4.37M0.5%+18.3%1.609%
4/30/2026 Kestra Advisory Services LLC14,036$983K0.0%+1,427.3%0.362%
4/30/2026 Fidelity D & D Bancorp Inc.48,738$3.41M1.4%+16.5%1.256%
4/29/2026 Unified Investment Management6,228$436K0.4%+6.9%0.161%
4/27/2026 Private Advisor Group LLC120,283$8.42M0.0%+9.0%3.100%
4/24/2026 Key Financial Inc6,508$456K0.1%+39.7%0.168%
4/23/2026 Apollon Financial LLC6,090$426K0.1%N/A0.157%
4/21/2026 HF Advisory Group LLC11,146$781K0.3%-3.9%0.287%
4/21/2026 Triangle Securities Wealth Management84,456$5.91M1.3%+7.8%2.177%
4/21/2026 Silver Oak Securities Incorporated12,729$891K0.1%+24.1%0.328%
2/18/2026 Mercer Global Advisors Inc. ADV3,599$265K0.0%N/A0.093%
2/18/2026 NewEdge Advisors LLC27,280$2.01M0.0%N/A0.703%
2/18/2026 Align Financial LLC10,373$76K0.0%N/A0.267%
2/17/2026 Osaic Holdings Inc.31,905$2.35M0.0%-1.7%0.822%
2/17/2026 Private Advisor Group LLC110,307$8.12M0.0%+8.5%2.843%
2/17/2026 Royal Bank of Canada161,527$11.88M0.0%+4.0%4.163%
2/16/2026 Blue Jean Financial LLC9,524$701K0.6%N/A0.245%
2/13/2026 Kestra Advisory Services LLC919$68K0.0%N/A0.024%
2/13/2026 CreativeOne Wealth LLC9,477$697K0.0%+40.3%0.244%
2/13/2026 Greenline Wealth Management LLC6,267$461K0.5%N/A0.162%
2/12/2026 Commonwealth Equity Services LLC156,464$11.51M0.0%+14.0%4.033%
2/12/2026 Steward Partners Investment Advisory LLC6,677$491K0.0%N/A0.172%
2/12/2026 Principal Securities Inc.8,837$650K0.0%+3.6%0.228%
2/12/2026 Great Valley Advisor Group Inc.144,269$10.61M0.2%-0.2%3.718%
2/11/2026 LPL Financial LLC380,551$28.00M0.0%+49.9%9.808%
2/9/2026 Studio Investment Management LLC3,559$262K0.0%+11.7%0.092%
2/9/2026 Horizon Family Wealth Inc.45,274$3.33M1.8%N/A1.167%
2/9/2026 Fidelity D & D Bancorp Inc.41,838$3.08M1.3%+50.1%1.078%
2/6/2026 IFP Advisors Inc8,321$612K0.0%+104.3%0.214%
2/6/2026 Creative Financial Designs Inc. ADV450$33K0.0%-30.8%0.012%
2/4/2026 Stonebridge Financial Group LLC MO3,020$222K0.2%N/A0.078%
2/4/2026 Win Advisors Inc.4,305$317K0.1%-69.7%0.111%
1/29/2026 Quadcap Wealth Management LLC52,765$3.88M0.4%+7.4%1.360%
1/29/2026 UBS Group AG101,083$7.44M0.0%+176.3%2.605%
1/27/2026 Purus Wealth Management LLC60,394$4.44M1.4%-2.8%1.761%
1/27/2026 Earned Wealth Advisors LLC8,161$600K0.0%N/A0.238%
1/26/2026 Merit Financial Group LLC28,988$2.13M0.0%N/A0.845%
1/26/2026 Independent Wealth Network Inc.13,647$1.00M0.3%+1.3%0.398%
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1/26/2026 CWM LLC138,600$10.20M0.0%-20.8%4.041%
1/23/2026 Farther Finance Advisors LLC67,818$4.99M0.1%+18.9%1.921%
1/23/2026 Fifth Third Securities Inc.9,788$720K0.0%+11.4%0.277%
1/22/2026 Brookwood Investment Group LLC21,400$1.57M0.2%N/A0.606%
1/22/2026 Systelligence LLC69,883$5.14M1.0%N/A1.980%
1/21/2026 Capital Advisors Ltd. LLC3,864$284K0.0%+3.6%0.109%
1/21/2026 Main Line Retirement Advisors LLC4,250$313K0.1%N/A0.120%
1/20/2026 Sovran Advisors LLC17,744$1.38M0.1%-19.5%0.503%
1/20/2026 Main Line Retirement Advisors LLC4,250$313K0.2%N/A0.120%
1/16/2026 HF Advisory Group LLC32,853$2.42M0.1%+180.8%0.931%
1/15/2026 Silver Oak Securities Incorporated10,260$762K0.1%+7.1%0.291%
1/14/2026 Redhawk Wealth Advisors Inc.25,587$1.88M0.2%-5.9%0.731%
1/14/2026 Wealthcare Advisory Partners LLC32,672$2.40M0.0%N/A0.933%
1/13/2026 Triangle Securities Wealth Management78,361$5.77M1.2%+14.2%2.239%
1/13/2026 Guerra Pan Advisors LLC17,676$1.30M0.8%-0.9%0.505%
1/8/2026 Wealth Enhancement Advisory Services LLC22,995$1.75M0.0%-1.6%0.657%
1/7/2026 Orgel Wealth Management LLC31,869$2.34M0.1%-24.3%0.911%
1/1/2026 JPMorgan Chase & Co.1,401$105K0.0%N/A0.042%
12/23/2025 Triumph Capital Management900$67K0.0%N/A0.027%
11/18/2025 Advisory Services Network LLC2,700$202K0.0%N/A0.081%
11/17/2025 Triumph Capital Management900$67K0.0%N/A0.027%
11/17/2025 Susquehanna International Group LLP9,418$704K0.0%-53.4%0.283%
11/17/2025 Quadcap Wealth Management LLC49,117$3.67M0.4%+5.4%1.475%
11/17/2025 Bank of America Corp DE13,530$1.01M0.0%-3.6%0.406%
11/14/2025 Raymond James Financial Inc.154,979$11.59M0.0%-14.7%4.654%
11/13/2025 UBS Group AG36,579$2.74M0.0%+83.7%1.098%
11/13/2025 Private Advisor Group LLC101,672$7.60M0.0%+22.6%3.053%
11/13/2025 CreativeOne Wealth LLC6,756$505K0.0%N/A0.203%
11/12/2025 Smith Moore & CO.5,417$405K0.0%+12.8%0.163%
11/7/2025 Studio Investment Management LLC3,185$238K0.0%N/A0.096%
11/7/2025 JPMorgan Chase & Co.1,401$105K0.0%N/A0.042%
11/6/2025 Caprock Group LLC3,072$223K0.0%N/A0.092%
11/5/2025 Envestnet Asset Management Inc.12,025$899K0.0%-12.4%0.361%
11/4/2025 Win Advisors Inc.14,188$1.06M0.5%+131.4%0.426%
11/3/2025 Belpointe Asset Management LLC14,072$1.05M0.0%N/A0.423%
10/31/2025 Sovran Advisors LLC22,055$1.64M0.1%-22.6%0.662%
10/29/2025 Wealth Enhancement Advisory Services LLC23,359$1.72M0.0%-5.7%0.708%
10/27/2025 Unified Investment Management5,767$431K0.4%-7.6%0.176%
10/24/2025 Purus Wealth Management LLC62,107$4.64M1.5%-1.2%1.894%
10/22/2025 Gladstone Institutional Advisory LLC15,019$1.12M0.0%N/A0.458%
10/22/2025 Commonwealth Equity Services LLC137,236$10.26M0.0%+0.3%4.316%
10/21/2025 Silver Oak Securities Incorporated9,579$716K0.1%+8.6%0.301%
10/16/2025 Willner & Heller LLC14,275$1.07M0.8%+2.5%0.453%
10/15/2025 CWM LLC175,024$13.09M0.0%-9.4%5.592%
10/15/2025 Independent Wealth Network Inc.13,478$1.01M0.3%+22.0%0.431%
10/15/2025 Triangle Securities Wealth Management68,627$5.13M1.2%+1.5%2.193%
10/14/2025 Farther Finance Advisors LLC57,022$4.26M0.1%+784.2%1.822%
10/10/2025 Fifth Third Securities Inc.8,784$657K0.0%N/A0.281%
10/9/2025 Redhawk Wealth Advisors Inc.27,182$2.03M0.2%-1.8%0.868%
10/8/2025 KWB Wealth8,332$623K0.1%+34.1%0.266%
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10/6/2025 Orgel Wealth Management LLC42,115$3.15M0.1%-5.0%1.359%
10/6/2025 HF Advisory Group LLC11,698$875K0.3%+11.3%0.377%
10/3/2025 Dominguez Wealth Management Solutions Inc.7,510$562K0.4%-1.8%0.280%
9/4/2025 Osaic Holdings Inc.33,360$2.25M0.0%-51.5%1.245%
8/18/2025 Geneos Wealth Management Inc.668$45K0.0%+328.2%0.025%
8/15/2025 Fidelity D & D Bancorp Inc.25,067$1.69M1.0%+27.2%0.935%
8/15/2025 IHT Wealth Management LLC3,669$247K0.0%N/A0.137%
8/15/2025 Great Valley Advisor Group Inc.141,419$9.54M0.2%-3.4%5.277%
8/15/2025 Bank of America Corp DE14,028$946K0.0%-38.7%0.523%
8/14/2025 Raymond James Financial Inc.181,789$12.26M0.0%-0.7%6.783%


JSML Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of Small Cap Growth Alpha ETF. The most heavily invested institutionals were LPL Financial LLC ($28.00M), Raymond James Financial Inc. ($11.59M), Commonwealth Equity Services LLC ($11.51M), Whipplewood Advisors LLC ($11.32M), Royal Bank of Canada ($11.12M), Great Valley Advisor Group Inc. ($10.61M), and CWM LLC ($10.20M).Learn more on Small Cap Growth Alpha ETF's institutional investors.

Of the 78 institutional investors that purchased Small Cap Growth Alpha ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($212.42K), Whipplewood Advisors LLC ($186.06K), Raymond James Financial Inc. ($183.11K), CWM LLC ($137.73K), Orgel Wealth Management LLC ($124.13K), UBS Group AG ($81.17K), and Triangle Securities Wealth Management ($71.93K).

Institutional investors have bought a total of 849,018 shares in the last 24 months. This purchase volume represents approximately $62.14M in transactions.

Of the 24 institutional investors that sold Small Cap Growth Alpha ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($54.54K), Orgel Wealth Management LLC ($47.35K), Osaic Holdings Inc. ($35.95K), Raymond James Financial Inc. ($28.13K), Sovran Advisors LLC ($24.44K), Susquehanna International Group LLP ($10.81K), and Win Advisors Inc. ($9.88K).

Institutional investors have sold a total of 263,797 shares in the last 24 months. This volume of shares sold represents approximately $18.71M in transactions.


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This page (NASDAQ:JSML) was last updated on 5/28/2026 by MarketBeat.com Staff.
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